We are live on ! Find out more
EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$752K
3
+$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1
+$926K
2
+$523K
3
+$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
+606
1127
$1K ﹤0.01%
11
-96
1128
$1K ﹤0.01%
+200
1129
$1K ﹤0.01%
22
1130
$1K ﹤0.01%
+224
1131
$1K ﹤0.01%
22
1132
$1K ﹤0.01%
16
1133
$1K ﹤0.01%
1,000
1134
$1K ﹤0.01%
52
1135
$1K ﹤0.01%
53
1136
– –
0
1137
$1K ﹤0.01%
84
-145
1138
$1K ﹤0.01%
+25
1139
$1K ﹤0.01%
+20
1140
$1K ﹤0.01%
42
-160
1141
$1K ﹤0.01%
+6
1142
$1K ﹤0.01%
27
1143
$1K ﹤0.01%
211
1144
$1K ﹤0.01%
+20
1145
$1K ﹤0.01%
35
1146
$1K ﹤0.01%
54
1147
$1K ﹤0.01%
42
1148
$1K ﹤0.01%
22
1149
$1K ﹤0.01%
34
1150
$1K ﹤0.01%
6
-8
44 45
46
47 48